Wafd Inc
WAFD- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000936528
No open-market purchases or sales by Wafd Inc insiders were filed in the last 90 days; 289 institutions reported holding it in 13F filings for Q2 2026, worth $2.40B in total; no superinvestor holds it.
Other share classesWAFDP
13F holders, Q3 2024
Institutional positions in Wafd Inc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 247
- +18 vs. Q2 2024
- Shares held
- 63.9M
- +12.7M (+24.8%) vs. Q2 2024
- Total value
- $2.23B
- +$764.6M (+52.3%) vs. Q2 2024
- New holders
- 38
- 94 more added
- Sold out
- 20
- 70 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WAFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 289 | $2.40B |
| Q1 2026 | 259 | $1.94B |
| Q4 2025 | 259 | $1.99B |
| Q3 2025 | 255 | $1.86B |
| Q2 2025 | 256 | $1.86B |
| Q1 2025 | 244 | $1.86B |
| Q4 2024 | 249 | $2.09B |
| Q3 2024 | 247 | $2.23B |
| Q2 2024 | 230 | $1.78B |
| Q1 2024 | 229 | $1.65B |
| Q4 2023 | 213 | $1.79B |
| Q3 2023 | 214 | $1.39B |
| Q2 2023 | 218 | $1.50B |
| Q1 2023 | 246 | $1.74B |
| Q4 2022 | 252 | $1.81B |
| Q3 2022 | 234 | $1.59B |
| Q2 2022 | 235 | $1.62B |
| Q1 2022 | 251 | $1.77B |
| Q4 2021 | 241 | $1.77B |
| Q3 2021 | 227 | $1.84B |
| Q2 2021 | 210 | $1.81B |
| Q1 2021 | 219 | $1.81B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 509 | $17.7K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 500 | $17.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 462 | $17.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 305 | $10.6K | 0.01% | +305 | New |
| National Bank of Canada | 303 | $10.6K | 0.00% | −77−20.3% | Reduced |
| Smartleaf Asset Management LLC | 284 | $9.80K | 0.00% | +104+57.8% | Added |
| Financial Network Wealth Advisors LLC | 250 | $8.71K | 0.01% | −250−50.0% | Reduced |
| McMahon Financial Advisors, LLC | 240 | $8.36K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 241 | $8.30K | 0.00% | −206−46.1% | Reduced |
| Private Trust Co NA | 238 | $8.29K | 0.00% | −31−11.5% | Reduced |
| Sterling Capital Management LLC | 232 | $8.09K | 0.00% | +232 | New |
| Umb Bank N A | 207 | $7.21K | 0.00% | +114+122.6% | Added |
| Versant Capital Management, Inc | 202 | $7.04K | 0.00% | +59+41.3% | Added |
| Quent Capital, LLC | 181 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 170 | $6.00K | 0.00% | +74+77.1% | Added |
| Fifth Third Bancorp | 149 | $5.19K | 0.00% | +43+40.6% | Added |
| Aster Capital Management (DIFC) Ltd | 103 | $3.59K | 0.00% | +103 | New |
| Manchester Capital Management LLC | 101 | $3.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $3.07K | 0.00% | −52−37.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 83 | $2.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $2.61K | 0.00% | +45+150.0% | Added |
| Geneos Wealth Management Inc. | 55 | $1.92K | 0.00% | +55 | New |
| SRS Capital Advisors, Inc. | 54 | $1.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $1.85K | 0.00% | +12+29.3% | Added |
| Prestige Wealth Management Group LLC | 46 | $1.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $1.46K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 35 | $1.22K | 0.00% | +35 | New |
| Householder Group Estate & Retirement Specialist, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | +32 | New |
| Hemington Wealth Management | 36 | $1.00K | 0.00% | +36 | New |
| CVA Family Office, LLC | 24 | $836 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 22 | $767 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $697 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 18 | $604 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $558 | 0.00% | +3+23.1% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $454 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $383 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 8 | $279 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $279 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $247 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $209 | 0.00% | +6 | New |
| Claris Advisors, LLC | 5 | $174 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 4 | $140 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 1 | $25 | 0.00% | −659−99.8% | Reduced |
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −94,037−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −76,155−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −56,557−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −50,261−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −40,666−100.0% | Sold out |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 0 | $0 | 0.00% | −27,072−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,717−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,395−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −16,789−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,719−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |